ubn’s Activity

Tue Sep 1

NL

Boards Post

ubn replied to the Berkshire Hathaway board. 5:55 PM

Re: Poll: Market movement

why they didn't deploy
more during the crazily cheap prices near the bottom around March 2009


Right about the time the market tanked, there was noise about Berkshire needing to post collateral for derivatives we owned. Though the [more]

Sun Aug 30

NL

Boards Post

ubn replied to the Berkshire Hathaway board. 1:05 AM

Re: WMT

As I see it, the only thing that could kill them would be a boss with a vision

They need a boss with a vision. Last time I went to Walmart, I saw a company that is dying. The shopping experience was not just bad, it was [more]

Fri Aug 28

NL

Boards Post

ubn replied to the Berkshire Hathaway board. 10:59 PM

Re: WMT

Walmart can take off if it hires a CEO who understands internet economy. It needs to embrace the online phenomenon instead of tip toeing around it.

It reminds me a lot like MSFT where Balmer did all things right financially (buying back [more]

Thu Aug 27

NL

Boards Post

ubn replied to the Berkshire Hathaway board. 4:46 PM

Re: Poll: Market movement

Want to raise cash... So "want" upturn. But of course want has nothing to do with anything does it?

Here is your chance.

NL

Boards Post

ubn replied to the Berkshire Hathaway board. 11:52 AM

Re: A Buffett Buying Spree.

With all respect, I see that you seem to say interesting things in your posts

You are being too generous. Here are his last 10 posts.

[more]

Wed Aug 26

NL

Boards Post

ubn replied to the Berkshire Hathaway board. 8:02 AM

Re: Poll: Market movement

Do you want to know which way we want the market to move or which way we think the market will move?


"Want". In my case I am accumulating (401k and individual investments) so I am happy with the market trending [more]

Tue Aug 25

NL

Boards Post

ubn polled the Berkshire Hathaway board. 11:20 PM

Poll: Market movement

Which way do you want the market to move ? Assume the economy is growing at 2% per year

NL

Boards Post

ubn replied to the Berkshire Hathaway board. 10:00 PM

Re: IBM More a Super Bargain Than Ever.

There is no one standing in line to buy IBM product. IBM is a dud. The CEO herself does not know how the IBM story is going to turn out. No good product and its core mainframe business under attack. Apple is dominating the market with players like [more]

NL

Boards Post

ubn replied to the Berkshire Hathaway board. 7:26 AM

Re: Prices falling...

Reminder:

Folks - set limit orders. Mr. market gets whip lashed around quite a bit.

I set some buy crazy limit orders and they were fulfilled.

Mon Aug 24

NL

Boards Post

ubn replied to the Berkshire Hathaway board. 8:52 PM

Re: So, bargin hunting question

But if it were real, it closed 32.6% off the then-recent high, 20.5% of that in a day.

What most people forget is that DOW closed higher that year (1987) - up 2%.

01/01/1987 - DOW 1900
12/31/1987 - DOW 1938 [more]

Sun Aug 23

NL

Boards Post

ubn replied to the Berkshire Hathaway board. 4:20 PM

Re: Compelling Bear Case for BRK?

Biggest bear case it its size and complexity. BRK is not a company any idiot can run. It has many many moving parts and Buffett is in a unique position to understand since he put it together.

It does NOT have a a simple product like Coke, A [more]

Fri Aug 21

NL

Boards Post

ubn replied to the Berkshire Hathaway board. 11:27 PM

Re: Prices falling...

Snippet from MKL transcript August 6th.


On the equity side -- our positive return of 1.5% is modest at best and roughly in line with the overall market. From that return and the similar return of the S&P 500, you may think that
[more]

NL

Boards Post

ubn replied to the Berkshire Hathaway board. 10:22 PM

Re: Prices falling...

The point is that if the anti aging science starts working, we can retire in 2100 when DOW is at 2000,000.

NL

Boards Post

ubn replied to the Berkshire Hathaway board. 5:47 PM

Re: Prices falling...

2007 AR



During the 20th Century, the Dow advanced from 66 to 11,497. This gain, though it appears huge, shrinks to 5.3% when compounded annually. An investor who owned the Dow throughout the century would also have received
[more]

NL

Boards Post

ubn replied to the Berkshire Hathaway board. 10:58 AM

Re: Prices falling...

Folks - set limit orders to buy around 1.2BV. Last time when stocks were volatile, some folks reported that they were able to buy at really cheap prices with limit orders. Mr. market gets whip lashed around quite a bit.

Thu Aug 20

NL

Boards Post

ubn replied to the Berkshire Hathaway board. 2:47 PM

Re: OT: what is the big picture for OIL?

In winter I like global warming. Makes me feel warm and cozy.

Wed Aug 19

NL

Boards Post

ubn posted to the Berkshire Hathaway board. 2:13 PM

WMT - shrinkage

Walmart probably loses about 1% of its US revenue — or roughly $3 billion every year — to stealing by customers and employees.

Walmart recently brought back employees known as "greeters" to its store entrances to help combat its [more]

Tue Aug 18

NL

Boards Post

ubn replied to the Berkshire Hathaway board. 9:04 PM

Re: Thoughts on BRK selling NOV low

Pass me the financial statements, don't forget the notes section.

I have no idea what this means.

NL

Boards Post

ubn replied to the Berkshire Hathaway board. 11:47 AM

Re: Thoughts on BRK selling NOV low

Don't forget the other possibility, that Amazon's stock price will fall to trade at 15 times earnings.

Amazon is using cheap cash to invest in its business. That is the reason it is kicking IBM's A$$ in cloud services [more]

NL

Boards Post

ubn replied to the Berkshire Hathaway board. 8:51 AM

Re: Misisng company

Could be IBM based on his comments on cnbc a few days ago.

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Three stars, 500 posts Old School Fool
Board Posts 553
Recs Received 1243
People who have rec'd these posts 389
Recs to Posts Ratio (last 30 days) 3.50
Threads Started 153
Threads Started Percentage 27.67 %
Most Frequent Board Berkshire Hathaway
Very First Post Re: Nortel-Cisco Merger Unlikely (6/23/2004)
Percentage of Posts Rec'd 60.04 %
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